How to Purchase, Protect and Pass Down Property

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How to Build Your Pandemic Proof Financial Pyramid

The foundation of the financial pyramid is protection.  Protection for individuals is achieved by having the proper types of insurance, documents, and orders in place.  Life insurance, health insurance, disability insurance, wills, trusts, and power of attorney to name a few. Why is life insurance an essential part of the financial pyramid when so many... Read more »

What Does a Financial Plan Look Like? Recession Proof not Pandemic Proof

There is a saying that goes “the best-laid plans of mice and men often go awry.” Considering the current state of the world economy, what does a financial plan look like? In this economic climate there are 3 types of people, which do you identify with most? The financially prepared sitting on capital with great... Read more »

COVID-19 - Pandemic Exposes Nation Financial Problems, Here's Some Relief!

Well, well, well, it seems that the average American is not the only one living check to check. This pandemic is exposing major corporations, entrepreneurs, small business owners, real estate investors and landlords just to name a few. Within in 2 weeks of the pandemic most people were scrambling and looking for financial relief. Many... Read more »

Create Wealth with The Rockefeller Formula

John D. Rockefeller was the epitome of the American Dream. Born to a con artist father, Rockefeller decided to pursue a legal career in business. He started from the bottom and made it to the top with a combination of hard work, investments, entrepreneurship and asset protection. How does one create wealth with ‘The Rockefeller... Read more »

Your Money Wants to Work For You!

Making money vs. Earning money, many go to work to make the donuts so to speak. Well, when we exchange our time for money, we aren’t making the donuts, we are actually earning the donuts. In order to make the donuts we have to put our hard earned money to work. Your money wants to... Read more »

Broke Monday Blues

Broke Blues Monday   Most people wake up on Monday and they dread the day because they have to go to work. These same people are usually excited when Friday finally rolls around because it identifies the week, a break for most from the work week and for many it is usually payday.  So why... Read more »

Predatory Banking Fees

This morning I woke to posts on my social media feeds about Bank of America (BOA) charging checking customers a fee IF their balance is below $1,500 or they don’t have a minimum direct deposit of $250.  Initially, I thought nothing of it, banks have been charging fees for years.  I once banked with BOA... Read more »

Got Wealth or Poverty? Check Your Mindset

  Have you ever thought about what your money mindset is? Did you know that your abundance factor is tied to your money mindset? Hmm…now that I have you thinking let’s dive into this notion of Wealth vs. Poverty mindset. First things first, what is mindset? Mindset is defined as a set of established beliefs. ... Read more »